Avalo Therapeutics, Inc.
AVTX- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001534120
In the last 90 days, Avalo Therapeutics, Inc. insiders filed 0 open-market purchases and 9 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.31B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Avalo Therapeutics, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 54
- −16 vs. Q1 2022
- Shares held
- 69.4M
- −8.31M (−10.7%) vs. Q1 2022
- Total value
- $34.7M
- −$21.5M (−38.2%) vs. Q1 2022
- New holders
- 8
- 7 more added
- Sold out
- 24
- 24 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVTX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 126 | $1.31B |
| Q1 2026 | 97 | $469.6M |
| Q4 2025 | 84 | $361.1M |
| Q3 2025 | 66 | $194.7M |
| Q2 2025 | 36 | $39.1M |
| Q1 2025 | 34 | $66.1M |
| Q4 2024 | 33 | $56.0M |
| Q3 2024 | 29 | $63.2M |
| Q2 2024 | 21 | $9.62M |
| Q1 2024 | 18 | $1.90M |
| Q4 2023 | 12 | $209.4K |
| Q3 2023 | 28 | $158.9K |
| Q2 2023 | 26 | $862.7K |
| Q1 2023 | 32 | $16.0M |
| Q4 2022 | 28 | $28.0M |
| Q3 2022 | 27 | $18.4M |
| Q2 2022 | 54 | $34.7M |
| Q1 2022 | 71 | $56.2M |
| Q4 2021 | 75 | $136.0M |
| Q3 2021 | 77 | $175.5M |
| Q2 2021 | 71 | $218.1M |
| Q1 2021 | 70 | $180.4M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 514 | $0 | 0.00% | −21,700−97.7% | Reduced |
| Wells Fargo & Company | 1,716 | $0 | 0.00% | −13,313−88.6% | Reduced |
| Barclays PLC | 189 | $0 | 0.00% | −9,926−98.1% | Reduced |
| Bank of America Corp | 52 | $0 | 0.00% | −3,706−98.6% | Reduced |
| The PNC Financial Services Group, Inc. | 54 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 500 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 129 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 33 | $0 | 0.00% | +33 | New |
| Simplex Trading, LLC | 400 | $0 | 0.00% | +400 | New |
| JPMorgan Chase & Co | 1,848 | $1.00K | 0.00% | −27,385−93.7% | Reduced |
| Group One Trading, L.P. | 2,198 | $1.00K | 0.00% | −2,845−56.4% | Reduced |
| Citigroup Inc | 2,321 | $1.00K | 0.00% | +55+2.4% | Added |
| Point72 Hong Kong Ltd | 1,772 | $1.00K | 0.00% | −1,590−47.3% | Reduced |
| FMR LLC | 1,220 | $1.00K | 0.00% | +971+390.0% | Added |
| Legal & General Group Plc | 4,220 | $2.00K | 0.00% | −1,360−24.4% | Reduced |
| Royal Bank of Canada | 3,958 | $2.00K | 0.00% | −4−0.1% | Reduced |
| Washington Trust Co | 3,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,010 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,718 | $3.00K | 0.00% | +1,954+51.9% | Added |
| UBS Group AG | 8,526 | $4.00K | 0.00% | −13,864−61.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 10,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 10,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 12,657 | $6.00K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,370 | $8.00K | 0.00% | −40−0.3% | Reduced |
| Balyasny Asset Management LLC | 15,995 | $8.00K | 0.00% | +15,995 | New |
| Meeder Asset Management Inc | 18,082 | $9.00K | 0.00% | +660+3.8% | Added |
| Creative Planning | 20,369 | $10.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 26,079 | $13.0K | 0.00% | +26,079 | New |
| Orion Portfolio Solutions, LLC | 25,476 | $13.0K | 0.00% | +25,476 | New |
| Stifel Financial Corp | 30,000 | $15.0K | 0.00% | +5,000+20.0% | Added |
| Commonwealth Equity Services, LLC | 32,810 | $16.0K | 0.00% | −7,225−18.0% | Reduced |
| Minot Wealth Management LLC | 34,645 | $17.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 40,450 | $20.0K | 0.00% | −34,865−46.3% | Reduced |
| Qube Research & Technologies Ltd | 44,308 | $22.0K | 0.00% | +44,308 | New |
| Bank of New York Mellon Corp | 48,313 | $24.0K | 0.00% | −113,104−70.1% | Reduced |
| Charles Schwab Investment Management Inc | 56,953 | $29.0K | 0.00% | −78,416−57.9% | Reduced |
| Citadel Advisors LLC | 88,974 | $44.0K | 0.00% | +59,815+205.1% | Added |
| Northern Trust Corp | 116,463 | $58.0K | 0.00% | −418,208−78.2% | Reduced |
| D. E. Shaw & Co., Inc. | 207,683 | $104.0K | 0.00% | −112,679−35.2% | Reduced |
| Ergoteles LLC | 284,569 | $142.0K | 0.00% | +284,569 | New |
| State Street Corp | 307,736 | $154.0K | 0.00% | −668,851−68.5% | Reduced |
| Renaissance Technologies LLC | 340,032 | $170.0K | 0.00% | −27,161−7.4% | Reduced |
| Opaleye Management Inc. | 450,000 | $225.0K | 0.10% | −1,004,400−69.1% | Reduced |
| Goldman Sachs Group Inc | 649,653 | $324.0K | 0.00% | +124,769+23.8% | Added |
| Geode Capital Management, LLC | 846,389 | $423.0K | 0.00% | −516,540−37.9% | Reduced |
| Millennium Management LLC | 1,011,082 | $506.0K | 0.00% | +1,011,082 | New |
| BlackRock Inc. | 1,243,976 | $622.0K | 0.00% | −2,521,922−67.0% | Reduced |
| Vanguard Group Inc | 3,070,553 | $1.53M | 0.00% | −313,641−9.3% | Reduced |
| Point72 Asset Management, L.P. | 6,008,850 | $3.00M | 0.01% | 00.0% | Unchanged |
| Nantahala Capital Management, LLC | 6,710,327 | $3.35M | 0.29% | −139,220−2.0% | Reduced |
| Armistice Capital, LLC | 47,576,000 | $23.8M | 0.61% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,198,757−100.0% | Sold out |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −764,271−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −405,047−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −209,900−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −112,925−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −70,703−100.0% | Sold out |
| BFT Financial Group, LLC | 0 | $0 | 0.00% | −62,629−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −49,728−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −42,338−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −38,400−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −30,933−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −26,713−100.0% | Sold out |
| Tamar Securities, LLC | 0 | $0 | 0.00% | −23,084−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −19,173−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −18,242−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,763−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −14,549−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −11,679−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −9,807−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |